UHNW Wealth Management Relationship Manager

Merceradvisors; Denver (CO); On-site; USD 89,250 - 105,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

401(k) Retirement Plan with matching

Generous paid time off program

Pet Insurance

Job summary

Merceradvisors based in Denver is seeking a skilled Relationship Manager for its Wealth Management Team. The role involves delivering high-quality client service to Ultra High Net Worth clients and enhancing the overall productivity of services.

Candidates should have a Bachelor's degree and a minimum of 5 years of experience in the financial sector. A competitive salary range of $89,250 - $105,000 is offered along with comprehensive benefits including medical plans, paid time off, and 401(k) matching.

Qualifications

• Minimum 5 years of industry related experience.
• Client-facing experience required with a net worth of 25M+ clients.
• Strong ability to follow through on details to completion.

Responsibilities

• Manage client relationships to deliver exceptional service.
• Optimize productivity by prioritizing client deliverables.
• Impact client retention by ensuring high satisfaction levels.

Skills

Self-motivated

Exceptional oral and written communication skills

Strong analytical and organization skills

Client Relationship Management (CRM) experience

Proficiency with financial planning software and Microsoft Office Products

Education

Bachelor's degree in Business, Economics, Accounting or Finance

Job description

Merceradvisors based in Denver is seeking a skilled Relationship Manager for its Wealth Management Team. The role involves delivering high-quality client service to Ultra High Net Worth clients and enhancing the overall productivity of services.

Candidates should have a Bachelor's degree and a minimum of 5 years of experience in the financial sector. A competitive salary range of $89,250 - $105,000 is offered along with comprehensive benefits including medical plans, paid time off, and 401(k) matching.